Your Client Connection Platform

Everything you need to stay safely
connected with your clients.

safe, secure communication

Encrypted in-app communication
between you and your client

in-app messaging

Encrypted in-app messaging

Start one-on-one conversations with your clients or start a group chat with multiple clients - all fully encrypted within the app.

in-app messaging

Send targeted brand content

Broadcast brand content, educational material, and commentary to all your clients to select individual clients for targeted delivery.

in-app messaging

Document storage and sharing

Upload, store and share critical documents with your trusted advisor; all encrypted within our ecosystem.

powered by open banking

Everything you need to help manage
your client’s financial future.

One Single View

Centralised finances

Link all bank accounts, credit cards, loans, properties, super and investments into a single, app that automatically updates with the latest information.

Save Faster

Financial Savings Goals

Set savings goals for almost anything you are saving for and use our gamification technology to stay ahead.

Learn more

Financial Calculators

Calculators allow you to self-assess your financial position and plan for current and future needs.

Financial data

Detailed Financial Data

Share a comprehensive report of your financial status with your mortgage broker, financial advisor or accountant to give a deep understanding of your current position.

Property growth

LVR/Capital Growth Insights

Monitor changes in your property equity through automated valuation changes and debt monitoring.

Secure Storage

Secure Document Storage

Upload ATO documents, copies of your ID, financial reports, payslips and more to our secure and dedicated online storage.

Fully encrypted

Fully Encrypted

Our app and our data partners are fully encrypted end-to-end to ensure your safety.

Fully Private

Fully Private

We don’t store bank login details and you have full control over who has access to your data.


Read-Only Data

To add even more security, we do not allow any transactions in our app at any time.

Open Banking

Give your clients control over their financial future

Get a global view of your finances, set a budget and achieve your financial goals faster. When you are ready, use our built-in fact find to share critical financial data with your broker or advisor.

Available for download in March 2024.

dosh app
Social Proof

Don’t just take our word for it.
Listen to our happy customers.

There’s also a big challenge for the industry once a client is approved by a lender… Even though lenders are providing the product, many take the position that the borrower is now their client - not ours - and look to cross-sell other products to them.

I have an advice business offering financial planning, tax and accounting and commercial, asset finance and residential lending through our brokerage

Through dosh, we’ll be able to keep our clients in our ecosystem through user-friendly communication and content that we’ll be able to segment based on their needs, not bombarding them with generic information.

Brett Wadelton | CEO of MyExpert®

My Expert